+77.5%
AR vs VOO
+68.0%
+9.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.1% |
| 7D | -14.3% | -2.7% | -11.5% | -12.2% |
| 30D | +1.4% | -5.4% | +6.8% | +6.4% |
| 3M | +3.4% | -4.1% | +7.4% | +6.8% |
| 6M | -2.1% | +0.7% | -2.8% | -4.2% |
| YTD | +4.7% | +8.7% | -4.0% | -6.2% |
| 1Y | +10.6% | +11.0% | -0.4% | -3.2% |
| 3Y | +24.6% | +75.5% | -50.9% | -33.3% |
| All | +77.5% | +68.0% | +9.4% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling